See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $309,963 | $127,065+143.9% | $113,168+173.9% | $142,382+117.7% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 14.43% | 24.03%-9.6pp | 24.27%-9.8pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,429 | $3,442-58.5% | $2,975-52.0% | $4,299-66.8% |
| Participant deferral / active EE | $4,420 | $5,716-22.7% | $5,107-13.5% | $6,507-32.1% |
| Admin fee / account holder | $21,537 | $15,736+36.9% | $12,068+78.5% | $12,624+70.6% |